Transcript of "Say Goodbye to "Made in China""

1.
Say Goodbye to “Made in China”
This transformative technology holds the potential to
completely revolutionize manufacturing – and perhaps
even take China down in the process.

2.
It Seems Like Every Decade…
A technology comes along and
fundamentally changes the world
• The 1980s: The PC made its way into households.
• The 1990s: The Internet became all the rage.
• The 2000s: The early days of the smartphone
revolution began.

3.
2014: The Next Technology Revolution
3-D Printing
• 3-D printing generated only $3 billion in
revenues worldwide in 2013
• Many believe the 3-D printing industry will grow
by orders of magnitude in the future.
• There’s still a tremendous investment
opportunity for growth.

4.
What Is 3-D Printing?
Also known as “additive manufacturing”
• Objects are built layer by layer.
• Differs from traditional manufacturing, which often
starts with a solid block of material that’s shaved
down into its final form.
• Objects can be 3-D printed in a range of materials,
including plastic, glass, sand, composite, and metal.

5.
What Makes 3-D Printing So Great?
The benefits can be profound for manufacturers
• Faster product development times
• No tooling required
• Nearly unlimited complexity
• Potential to make fundamentally better products
over conventional manufacturing methods

6.
Organizations Are Taking Notice
General Electric, Boeing, Airbus,
Rolls Royce, Ford, Nike, Victoria’s
Secret, and even the U.S. Air Force
have adopted 3-D printing.

7.
Case Study: General Electric
3-D printing jet engine fuel nozzles
• GE plans to 3-D metal print 45,000 fuel nozzles a year
for its upcoming Leap jet engine. An industry first!
• GE can consolidate a conventionally manufactured
fuel nozzle from 20 parts into one 3-D printed part.
• The benefits are so significant that GE wants 3-D
printing to “touch” 50% of its products in 20 years in
some way, whether it’s the product itself, the tools to
make the product, or early iterations of the product.

8.
Case Study: General Electric (cont’d)
• GE will likely have to invest billions to grow its 3-D
printing and advanced manufacturing capacity to
support 50% of its products being “touched” by 3-D
printing in next 20 years.
• If other manufacturers follow suit, it could lead to
significant 3-D printing spending in the future.
• Continued worldwide adoption of 3-D printing could
promote a resurgence in localized manufacturing and
cut China’s manufacturing base out of the equation.

9.
Nearing a Tipping Point?
Growth rates have accelerated
25-year average: 27% per year, compounded
Last three years: 32.3% per year, compounded
What this means:
3-D printing technology could be hitting an
inflection point in terms of adoption.

11.
Tremendous Untapped Potential
• In 2013, 3-D printing generated just north of $3
billion in worldwide revenues.
• If 3-D printing can grow to represent just 1% of the
$10.5 trillion worldwide manufacturing base, it
would become a $105 billion a year industry!

12.
The Early Innings
It’s not too late to invest
in 3-D printing stocks!